GET
/api/v1/fact-find/request/{factFindRequest_uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "41ba13e0-2438-4ebf-b054-e22c0bac02e7",
"schema": {
"name": "Default fact-find",
"uuid": "46e37e2a-5c90-4212-8cc6-d816efac8e96",
"created_at": "2025-10-08T10:40:16+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/8ed04fe1-9bc5-40df-b748-8b867f35a8ea",
"updated_at": "2025-10-08T10:40:16+01:00",
"archived_at": "2025-10-07T10:40:16+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "33b33d61-c321-408a-bbc7-b09d9c7d7114",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-08T10:40:16+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:16+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "0023310c-7421-424c-b277-922326241d01",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "8a661cbd-f95d-40a2-9f4c-1b94af7dd8b5"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-08T10:40:16+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/bba8962b-0445-443d-82f0-261aa67016fb/download",
"last_modified": "2025-10-08T10:40:16+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-08T10:40:16+01:00"
},
"completed_at": "2025-10-03T10:40:16+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/64d10fe2-2097-406b-b0fb-40b055589edc/6df5c1d2-c07d-4949-b3c2-7206def3bd28",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "990e37e7-7218-4ced-9c60-a8fde947e638"
},
"uuid": "9ee2df25-2869-431b-bd02-5fd81bf2bc25",
"circle": {
"name": "The Codepotato Gang",
"uuid": "cd341e87-e554-46d5-bffc-fa37961761ff"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-08T10:40:16+01:00",
"expires_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"is_complete": false,
"completed_sections": 2
}
}